See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,505 | $59,839-10.6% | $81,983-34.7% | $79,858-33.0% |
| Participation rate | 80.8% | 61.6%+19.2pp | 69.2%+11.5pp | 69.6%+11.1pp |
| Annual return | 17.94% | 17.56%+0.4pp | 41.31%-23.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,803 | $1,713+5.2% | $2,498-27.8% | $2,471-27.0% |
| Participant deferral / active EE | $4,348 | $2,695+61.3% | $3,722+16.8% | $3,740+16.2% |
| Admin fee / account holder | $1,449 | $4,287-66.2% | $5,664-74.4% | $5,306-72.7% |